The Excel Power User series helps you improve your Excel proficiency and quickly complete tasks.

This session continues the discussion about external data and digs into the details for retrieving data from other sources. Pull data from an Access database using Microsoft Query; learn how to retrieve data from simple text files; and prepare data for use with Excel. This session concludes by examining several data visualization tools in Excel, including PivotCharts.

Note: This session is presented with Excel for Windows. Items covered may not be available in Excel for Mac.

Objectives:

State the process for creating a PivotChart.

Recognize the option that imports external data directly into a PivotTable.

Recall which Excel feature creates a chart within a single worksheet cell.

Major Subjects:

External data

Text files

Data preparation

Accounting system data

Getting graphic

Advanced Prep:

None.

Misc. Information:

Level of Difficulty:

Intermediate

Field of Interest:

Computer Software and Applications

Prerequisites:

Excel Power User Modules 1-9 or knowledge of the topics covered.

Designed For:

Accounting professionals who use Excel for Windows.

Instructors

Jeff S Lenning, CPA

Jeff Lenning of Click Consulting, Inc., is a CPA and published author. He has written several articles for the Journal of Accountancy and other publications. His firm specializes in providing computer consulting services to CPA firms and their clients. Web site: http://www.clickconsulting.com